Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$225M |
| 2 |
Cousins Properties
CUZ
|
+$225M |
| 3 |
Americold
COLD
|
+$147M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
+$138M |
| 5 |
Domino's
DPZ
|
+$129M |
Top Sells
| 1 |
SBA Communications
SBAC
|
+$180M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$138M |
| 3 |
Hilton Grand Vacations
HGV
|
+$111M |
| 4 |
Openlane
KAR
|
+$103M |
| 5 |
Prologis
PLD
|
+$93.9M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.93% |
| 3 | Technology | 14.95% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TIF
976
DELISTED
Tiffany & Co.
TIF
| $15.3M | 0.01% |
163,429
-2,126
| -1% | -$199K |
|
|
DISCK
977
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $15.3M | 0.01% |
536,914
-170
| -0% | -$4.84K |
|
978
Everest Group
EG
$14.6B
| $15.2M | 0.01% |
61,645
+640
| +1% | +$158K |
|
|
PSB
979
DELISTED
PS Business Parks, Inc.
PSB
| $15.2M | 0.01% |
90,291
-74,303
| -45% | -$12.5M |
|
|
CORE
980
DELISTED
Core Mark Holding Co., Inc.
CORE
| $15.2M | 0.01% |
383,048
+8,188
| +2% | +$325K |
|
981
Custom Truck One Source
CTOS
$1.33B
| $15.2M | 0.01% |
+1,482,143
| New | +$15.2M |
|
|
SGI
982
Somnigroup International Inc.
SGI
$18.1B
| $15.1M | 0.01% |
825,812
+31,968
| +4% | +$586K |
|
983
Howmet Aerospace
HWM
$74.3B
| $15.1M | 0.01% |
764,719
-50,889
| -6% | -$1.01M |
|
|
TCF
984
DELISTED
TCF Financial Corporation Common Stock
TCF
| $15.1M | 0.01% |
368,305
+53,896
| +17% | +$2.22M |
|
985
Shake Shack
SHAK
$4.18B
| $15.1M | 0.01% |
209,628
+756
| +0.4% | +$54.6K |
|
|
JNPR
986
DELISTED
Juniper Networks
JNPR
| $15.1M | 0.01% |
567,920
+46,979
| +9% | +$1.25M |
|
987
Interpublic Group of Companies
IPG
$9.78B
| $15.1M | 0.01% |
668,605
+86,274
| +15% | +$1.95M |
|
988
Bloomin' Brands
BLMN
$589M
| $15.1M | 0.01% |
798,613
+722,383
| +948% | +$13.7M |
|
989
United Therapeutics
UTHR
$18.3B
| $15.1M | 0.01% |
193,129
+386
| +0.2% | +$30.1K |
|
990
United Rentals
URI
$61.7B
| $15.1M | 0.01% |
113,542
-473
| -0.4% | -$62.7K |
|
|
PMT
991
PennyMac Mortgage Investment
PMT
$1.08B
| $15M | 0.01% |
688,526
+70,764
| +11% | +$1.54M |
|
|
CLGX
992
DELISTED
Corelogic, Inc.
CLGX
| $15M | 0.01% |
358,890
+1,387
| +0.4% | +$58K |
|
993
Northwest Bancshares
NWBI
$1.86B
| $15M | 0.01% |
851,901
-63,947
| -7% | -$1.13M |
|
994
Dana Inc
DAN
$2.79B
| $15M | 0.01% |
752,018
+46,090
| +7% | +$919K |
|
995
RH
RH
$4.27B
| $15M | 0.01% |
129,582
-44,537
| -26% | -$5.15M |
|
996
Acadia Healthcare
ACHC
$2.06B
| $14.9M | 0.01% |
427,470
+43,480
| +11% | +$1.52M |
|
997
Hancock Whitney
HWC
$5.38B
| $14.9M | 0.01% |
372,771
-5,440
| -1% | -$218K |
|
|
MGLN
998
DELISTED
Magellan Health Services, Inc.
MGLN
| $14.9M | 0.01% |
201,019
+7,121
| +4% | +$529K |
|
999
BrightView Holdings
BV
$1.34B
| $14.9M | 0.01% |
795,114
+438,114
| +123% | +$8.2M |
|
|
HF
1000
DELISTED
HFF Inc.
HF
| $14.9M | 0.01% |
326,716
+3,443
| +1% | +$157K |
|